Figure 1 – Visual of Sales Dashboard created in Power BI – from Maggie Sparkman’s article “Create reports optimized for the Power BI phone apps”
Maggie Sparkman published a great article on creating desktop reports in Power BI that will translate to the mobile apps on the phones.
Her article appears at https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-create-phone-report/?mobileclient=ios.
In her article, she provides clear, step-by-step instructions on creating the visual. The article is well worth the read if you are into Power BI.
Figure 1 – from technewstoday.com
Sandy Stachowiak posted a great article on 10 New Microsoft Office 2016 Features to Increase Productivity at http://www.makeuseof.com/tag/10-new-microsoft-office-2016-features-increase-productivity/.
You can read her blog in detail as she does a great job of highlighting new features. The big features for Dynamics ERP users is the feature for NEW AND IMPROVED CONNECTION options. Here is what she says.
Connectivity for Excel
You can import data from SAP HANA databases, SharePoint folders, and online services such as Salesforce Objects or Reports. Select Data > New Query and then make the appropriate selection from the drop-down box.
The connectors for IBM DB2 and SQL Server Database have been improved as well. For IBM DB2 you can now choose the Microsoft driver and for SQL Server Database you can include schema information as part of the navigation hierarchy.
Connect Excel To Power BI with Publish
Power BI is a service that can transform your data into interactive reports. Using the business dashboard, you can monitor, analyze, and build models easily. Select File > Publish to upload workbooks or export workbook data directly to and from Power BI.
Note that the service requires that you have a OneDrive for Business subscription.
Graphic from https://www.youtube.com/watch?v=ByIUx-HmQbw&list=PL1N57mwBHtN2q1WbU5O29rrn_A0lkVv9p&index=3
I think learning should be fun! And, for me, Microsoft made a lesson on learning how to do queries in Microsoft Power BI a lot of fun by using the query on the IMDB database. I love movies and I use the IMDb database often so I enjoyed the way the lesson categorizes movies.
Want to learn how to start using the Power BI tool? Well, you can either start by going to the Learn page at the Power BI website at https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-0-0-what-is-power-bi/
Or, you you can go directly to the Power BI Desktop videos, and watch the short movies that also appear on YouTube. The IMDb example is at https://www.youtube.com/watch?v=ByIUx-HmQbw.
For folks that work with Dynamics GP 2016, these short learning sequences are a great way to discover the ease of creating Power BI reports from a data source.
Graphics from https://powerbi.microsoft.com/en-us/
What is Microsoft Power BI
“What is Power BI?” Microsoft defines it as
“Power BI is a suite of business analytics tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device.
Where Can I Get More Information on Microsoft Power BI?
Microsoft has created a web site for Power BI at https://powerbi.microsoft.com/. You can find out everything you need to know about the product at this site.
You can also stay updated with all the new features by checking the Microsoft Power BI Blog at https://powerbi.microsoft.com/en-us/blog/.
Why Do I Need To Know About Power BI?
Power BI integration to Dynamics GP is a new feature in Dynamics GP 2016. The big question that all GP users have is about the benefit of Power BI. The benefit is that users can now connect data to the HOME page, and produce reports and dashboards similar to the way reports and dashboards can be built in SSRS reports.
Prerequisites for GP Users To Use Power BI
– You have access to Power BI and at least one report is available.
– You are able to log in to the Power BI site and view a report.
– You are creating your own Power BI reports\charts.
– You are using the GP 2016 desktop client.
If you are working with SQL and exploring different techniques and formulas, you probably will want to use Microsoft’s Adventure works sample databases. Sometimes, the installation can be tricky. There are four different methods for installing it that I have found to date. The information below will help you decide which works the best.
Adventure Works 2014 Sample Databases
Download from this site… https://msftdbprodsamples.codeplex.com/releases/view/125550
Dynamics CRM 2016 will be generally available in the fourth quarter of this year, delivering the “the most comprehensive upgrade ever” for the platform, Microsoft announced on Tuesday. See the announcement at http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/.
The new enhancements are designed to:
- increase productivity for organizations by providing a simple and seamless experience across their Dynamics CRM application
- easier integration with email (there will be a CRM app inside Outlook),
- easier integration with Excel and Dynamics CRM 2016 will offer an enhanced Excel experience including new Excel templates to automate tasks such as managing sales forecasts, for example.
- easier integration with OneDrive for Business for easier task management,
- an enhanced mobile experience for the worker on the go, and,
- enriched data and analytics,
Businesses will benefit from this new version of CRM.